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Lesson 25

Working Remotely with Notes

In this lesson, you learn how to set up a modem, how to connect to and disconnect from a network, and how to replicate mail and databases.

Understanding Remote Connections

Notes includes many features that help you connect remotely to your network by way of a modem instead of a direct cable. You use remote connections with Notes when you’re working away from the office, at home, or on the road with a notebook computer. You can complete your work—mail, document creation, task lists, and so on—on your computer without being attached to the network. Then when you’re ready, you call up the server and transfer the data from your Notes program to the network.

Before you plan to connect to the server remotely, check with your Notes administrator to make sure you have a certified Notes User ID and appropriate access to the Notes server. You also need to make sure that the server is set up to receive incoming calls through a modem. Finally, you should know the exact name of your server.


Remote Connection

A network connection that uses a modem and phone lines instead of a direct cable. For a remote connection to work, both the server and the remote computer must have Notes installed. In addition, each one must have a modem and must be attached to a phone line.


When you work on a computer that’s attached to the network with cables, the mail you send and the documents you create and update are immediately transferred and updated on the server. However, when you work remotely, you must first create copies (or replicas) of the databases you want to use on your remote computer and save them to your local hard disk.

When you first copy (or replicate) the databases, they match the databases on the server exactly. As you work on the copied databases though, they begin to differ from the databases on the server. Not only are you making changes to your copy of the database, but other users are making changes to the original database back at the office. That’s why remote connections are necessary.

When you connect remotely to the server, Notes locates the changed databases and updates them with your changes (your new mail, newly created documents, and edited or deleted documents, for example). And of course, Notes also updates your databases to reflect the changes other people have made to the original databases.

Configuring for the Modem

Before you can connect to the network, you must modify some settings in your computer. The changes you need to make include enabling the communications port, setting up your modem, entering the server in your address book, and setting up Notes for Remote Mail.


Disconnect Call Waiting?

When working with a modem, you use a phone line that’s normally used for verbal (voice) communication. Therefore, you should disconnect such phone services as call waiting so that your connection will not be interrupted and terminated.


Setting the Port

You use communications ports to connect to the network. When working at the office, as you have throughout this book, you use the LAN port. When working remotely, you use a communications port such as COM1 or COM2. To set the port (let Notes know which port you’re using), follow these steps:

  1. Choose File, Tools, User Preferences. The User Preferences dialog box appears.
  2. Choose the Ports category (bottom left of the dialog box), and the Ports options shown in Figure 25.1 appear.

  3. Figure 25.1 You must set the port before you can use a remote connection.
  4. In the Communication Ports list, select the COM port to which your phone line is attached.
  5. Select the Port Enabled check box.
  6. Click OK to implement these settings and close the User Preferences dialog box. Alternatively, you can set additional options for your modem, as explained in the next section.

Encrypt?

Click the Encrypt network data check box if you’re transferring highly sensitive data and you do not want anyone to tap into it. Note, however, that using this option slows down the speed of the transmission and increases the chances of transmission errors and terminations.


You can—and should—also set your modem speed, dialing mode, and modem type, as well as a few other options from the User Preferences dialog box. To configure additional options, perform these steps:

  1. In the User Preferences dialog box, click the XXX Options button (where XXX is the name of the selected port, as in COM2 Options). The Additional Setup dialog box appears (see Figure 25.2).

  2. Figure 25.2 Configure specific settings for your modem.
  3. In the Modem type list box, select the type of modem you’re using.
  4. Set the rest of the options as described in Table 25.1.
  5. Click OK to close the Additional Setup dialog box, and then click OK again to close the User Preferences dialog box.


Table 25.1 Modem Settings
SettingDescription
Maximum port speed Set the maximum bps (baud per sec- ond) speed your modem can use, such as 14.4, 19.2, or 38.4. (The setting 38.4 represents the port speed; use it if your modem is 28.8 bps.)
Speaker volume Set the volume to off, low, medium, or high. The sounds you’ll hear are the dial tone, the dialing, and the two modems communicating. It’s a good idea to at least keep the setting on low so you can tell whether your modem is connecting and when in the sequence there’s a problem (for ex- ample, if there’s no dial tone or no communication between modems).
Dial mode Indicate whether your phone uses Tone or Pulse dialing.
Dial timeout Enter a number of seconds for Notes to continue to try dialing before hanging up.
Hang up if idle for Enter the number of minutes of no activity that Notes should wait before hanging up.

Setting a Location

You must set up a location when using a remote connection. For example, you can use Travel or Home instead of the Office location that you’ve used throughout this book. The only difference between Travel and Home is in the way you set them up. You can, for example, set up the Travel location so that you can use your calling card number when you’re in a hotel or remote office location. Additionally, you can set up the Home location with permanent settings for dial out numbers, area codes, and so on (but Travel location settings will change).

To set a location, click the location button in the Status bar (the second box from the right end) and choose either Home or Travel. Alternatively, you can choose File, Mobile, Choose Current Location, select the location from a list, and click OK.


Location Settings

You should ask your Notes administrator for help setting up the location options if they are not already set. Creating locations is beyond the scope of this book.


Creating a Server Connection

Another setting you must complete includes the connection to the server. You’ll need to know the exact name of the server, as well as the phone number you need to connect to the modem on the server. You can get both from your Notes Administrator. Follow these steps to create the server connection.

  1. Choose File, Mobile, Server Phone Numbers. Your Address Book database appears in the Server/Connections view.
  2. Choose Create, Server Connection. The Server Connection sheet appears (see Figure 25.3).
  3. In the Connection type area, confirm or select Dialup Modem.
  4. In the brackets next to Server name, enter the exact name of your server.
  5. In the Area code brackets, enter the server’s area code.
  6. In the Phone number brackets, enter the server’s phone number.
  7. Choose File, Save to save the information, and then choose File, Close to close this sheet.
  8. Close the Address Book database.

Figure 25.3 Set up your server connection
Trouble?

If you are unsure of any setting in the Server Connection sheet, ask your Notes Administrator for assistance.


Connecting to the Network

Connecting to the network from a remote computer is simply a matter of calling the server. Notes takes care of the connection details so you can continue with your work. Disconnecting is also easy; however, make sure you save and close all databases before you disconnect from the network.

To call the network server, follow these steps:

  1. Choose File, Mobile, Call Server. The Call Server dialog box appears.
  2. In the list of servers, select the server.
  3. (Optional) Make any last-minute or temporary changes to the port, timeout, or call setup settings described in Table 25.1.
  4. Click Auto Dial. Notes dials the server and connects your remote computer to the network, from which you can replicate mail and databases.

To disconnect from the server, choose File, Mobile, Hang Up.

Replicating Databases

You can replicate, or copy, your databases to and from the server for use when you’re working remotely. Doing so ensures that you’ll always have up-to-date material with which to work and that your co-workers will have access to changes you make to the databases as well.

Follow the steps below to replicate a Notes database:

  1. After connecting to the server, select the database on your workspace by clicking it.
  2. Choose File, Replication, Replicate, and the Replicate database dialog box appears (see Figure 25.4).

  3. Figure 25.4 The Replicate database dialog box.
  4. Choose Replicate with options and click OK. A second Replicate database dialog box (shown in Figure 25.5) appears.
  5. In the with text box, select a different server from the list if you don’t want to replicate to the currently selected server.

  6. Figure 25.5 Verify the name of the server.
  7. Select the Send documents to server check box if you want to replicate to the server; select Receive documents from server if you want to replicate to your workstation. If you choose to receive documents, use the drop-down list to indicate whether you want to receive full documents or document summaries (document summaries contain only basic document information such as the title and author).
  8. Click OK.

Sending and Receiving Mail

Notes’ replicate feature also works in the mailbox. When you replicate mail, you send mail to and receive mail from the network using a remote connection, and Notes updates your mailbox accordingly.

To replicate mail, follow these steps:

  1. After connecting to the network, choose the Replicator tab.
  2. Choose the Send & Receive Mail tool button. Notes sends your mail to the server and receives any new mail.

Send Only

If you want to send outgoing mail without receiving incoming mail, select the check box to the left of the Send outgoing mail icon and click the Start tool button. Notes sends your mail to the network.



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